Mackenzie Financial
SW

Mackenzie Financial’s Smurfit Westrock SW Stock Holding History

Mackenzie Financial’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13M Buy
930,572
+260,473
+39% +$10.8M 0.01% 553
2026
Q1 		$26.4M Buy
670,099
+214,122
+47% +$9.23M 0.03% 354
2025
Q4 		$17.7M Sell
455,977
-461,939
-50% -$17.6M 0.02% 410
2025
Q3 		$38.8M Sell
917,916
-104,601
-10% -$4.73M 0.05% 285
2025
Q2 		$44.1M Sell
1,022,517
-163,671
-14% -$7M 0.06% 248
2025
Q1 		$53.2M Sell
1,186,188
-287,082
-19% -$14.6M 0.08% 206
2024
Q4 		$79.4M Buy
1,473,270
+173,975
+13% +$8.86M 0.11% 168
2024
Q3 		$64.7M Buy
+1,299,295
New +$59.1M 0.09% 194

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mackenzie Financial's SW Position: Q2 2026 in Review

Mackenzie Financial increased its Smurfit Westrock (SW) stake by 39% in Q2 2026, buying an estimated $10.8M and bringing the position to 930,572 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #553.

Mackenzie Financial first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $79.4M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Mackenzie Financial held 930,572 shares of Smurfit Westrock worth $13M as of Q2 2026.
  • Mackenzie Financial bought 260,473 Smurfit Westrock shares in Q2 2026, an estimated $10.8M.
  • Smurfit Westrock made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #553 holding.
  • Mackenzie Financial first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Mackenzie Financial's Smurfit Westrock position peaked at $79.4M in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.